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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,866 | $109,372-94.6% | $89,414-93.4% | $158,966-96.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.46% | 345.55%-333.1pp | 245.50%-233.0pp | 302.95%-290.5pp |
| Employer contribution / active EE | $1,702 | $3,171-46.3% | $2,586-34.2% | $4,762-64.3% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $55 | $6,156-99.1% | $4,883-98.9% | $11,250-99.5% |